Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Green is a financial advisor with Raymond James Financial Services Advisors, Inc.. Joshua has been in the industry since 2011. He is licensed to provide investment advice in 53 states and the District of Columbia. He has a wide range of experience, having worked with Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., and T. Rowe Price Investment Services, Inc. Joshua holds the Series 6, 7, 9, 10, 24, 52, 53, and 66 licenses. He is also a Certified Financial Planner. Joshua offers a variety of financial planning services, including portfolio management, retirement planning, and education planning. He is committed to providing personalized financial advice to help his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
05/27/2022 - 11/22/2022
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (CLEARWATER FL)
FL
02/03/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
01/17/2020 - 03/23/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CO
06/13/2011 - 01/14/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/11/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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